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The Margin

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How To Balance Retirement Savings and Holiday Spending

Artesys

The best way to balance your retirement savings and holiday spending starts with planning. By planning ahead, you can put together a budget and game plan that will help offset this expensive time of year. Continue reading

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Tax Strategies for Employers (and Self Employed) in 2022

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There are many advantages and tax strategies for those who are self employed. It is important to implement these retirement tax strategies as soon as possible (preferably before year end) to get the most benefit from these savings on your 2021 tax bill. Continue reading

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Target Date Funds vs. Managed Accounts: Which is Better for Your Retirement Plan?

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When it comes to investing for your retirement, there are many decisions to make, such as: What type of account is right for me? How do I allocate my investments? How much do I even need to retire? It can be overwhelming trying to make the right financial decisions.   One…

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11 Questions to Ask Your Financial Professional When Starting a Retirement Account

11 Questions to Ask Your Financial Professional When Starting a Retirement Account

Artesys

Let’s face it— no matter what stage of life you are in, choosing the correct financial professional and starting a retirement account can be confusing. There are many important choices to make when it comes to selecting the right plan and the right professional.   When you’re ready to tackle it, Artesys can…

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